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Dogwood Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Dogwood Wealth Management’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-102
Closed -$2.57K – 587
2024
Q2 		$2.57K Buy
+102
New +$2.62K ﹤0.01% 212

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Dogwood Wealth Management's FINX Position: Q3 2024 in Review

Dogwood Wealth Management sold out of Global X FinTech ETF (FINX) in Q3 2024, closing a stake of 102 shares — an estimated $2.57K sold.

Dogwood Wealth Management first reported a position in FINX in Q2 2024 and held it in 1 quarter. The position peaked at $2.57K in Q2 2024. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

  • Dogwood Wealth Management reported no remaining Global X FinTech ETF position as of Q3 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 102 Global X FinTech ETF shares in Q3 2024, an estimated $2.57K.
  • Dogwood Wealth Management first reported a position in Global X FinTech ETF in Q2 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's Global X FinTech ETF position peaked at $2.57K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.